SIM vs. FXAIX
Compare and contrast key facts about Grupo Simec, S.A.B. de C.V. (SIM) and Fidelity 500 Index Fund (FXAIX).
FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SIM or FXAIX.
Correlation
The correlation between SIM and FXAIX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SIM vs. FXAIX - Performance Comparison
Key characteristics
SIM:
-0.29
FXAIX:
1.87
SIM:
-0.13
FXAIX:
2.52
SIM:
0.98
FXAIX:
1.34
SIM:
-0.32
FXAIX:
2.82
SIM:
-0.85
FXAIX:
11.69
SIM:
15.18%
FXAIX:
2.04%
SIM:
45.69%
FXAIX:
12.77%
SIM:
-97.63%
FXAIX:
-33.79%
SIM:
-29.46%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, SIM achieves a -3.87% return, which is significantly lower than FXAIX's 4.63% return. Both investments have delivered pretty close results over the past 10 years, with SIM having a 13.71% annualized return and FXAIX not far behind at 13.14%.
SIM
-3.87%
-0.61%
-9.69%
-16.81%
25.51%
13.71%
FXAIX
4.63%
2.57%
10.02%
25.15%
14.81%
13.14%
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Risk-Adjusted Performance
SIM vs. FXAIX — Risk-Adjusted Performance Rank
SIM
FXAIX
SIM vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Grupo Simec, S.A.B. de C.V. (SIM) and Fidelity 500 Index Fund (FXAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SIM vs. FXAIX - Dividend Comparison
SIM has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIM Grupo Simec, S.A.B. de C.V. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 5.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.19% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
SIM vs. FXAIX - Drawdown Comparison
The maximum SIM drawdown since its inception was -97.63%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SIM and FXAIX. For additional features, visit the drawdowns tool.
Volatility
SIM vs. FXAIX - Volatility Comparison
Grupo Simec, S.A.B. de C.V. (SIM) has a higher volatility of 22.97% compared to Fidelity 500 Index Fund (FXAIX) at 3.06%. This indicates that SIM's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.